Review Detail
Overall rating
4.6
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Great flexibility; great support; great system for RIAs.
Best offering out there for RIA firms.
User Review
The Good
Great support and willingness to advance the product to meet our needs. The flexibility AssetBook has separates itself from the competition as it enables us to do portfolio management the way we want to do it; not, how a vendor thinks we should do it.
The Bottom Line
When we were making a transition to a new platform, we looked at all of them (my wife is a ten-year veteran of technology consulting/implementation for RIA firms). No other solution offered us the flexibility/customization of AssetBook. Kudos to Rob and his team!
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